-26.6%
KLTR price history and return analytics
+74.2%
-100.8%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -2.6% |
| 7D | -6.6% | -1.1% | -5.5% | -5.3% |
| 30D | -10.8% | -1.0% | -9.8% | -9.7% |
| 3M | -0.7% | +3.2% | -3.9% | -5.1% |
| 6M | +0.7% | +12.5% | -11.8% | -15.4% |
| YTD | -14.0% | +14.1% | -28.1% | -29.4% |
| 1Y | -17.5% | +18.9% | -36.5% | -36.8% |
| 3Y | -26.6% | +74.1% | -100.6% | -69.2% |
| All | -26.6% | +74.2% | -100.8% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling